Webinar on demand

How to create more value for your Private Banking customers in 2022

The competition for Private Banking customers has intensified, and there is a wide range of offers and opportunities that you as a Private Banking advisor can dive into to strengthen your value proposition.

Watch our webinar on demand to learn more about the newest trends within Private Banking, and how you can easily and efficiently ensure a good investment overview and offer holistic advice to your customers.

Watch our webinar …

… and gain an insight into how to ensure an attractive and stable return with the right investment management solution.
  • This field is for validation purposes and should be left unchanged.

Comprehensive overview and holistic advice

  • What do others in the market do? 
  • Do you do the right things according to what your target group and customers are aiming for?
  • And what impact will this have on your value proposition?

In this webinar, we have chosen to focus on the things we believe are the most important to get a handle on in the fight for valued customers, including the right digital tools needed to create a comprehensive and holistic overview.

Getting these things under control makes it easier and gives better opportunities to tackle daily operational challenges associated with, for example, preparing investment reports, tax returns and reporting to regulatory authorities, investors or for internal compliance reasons, thereby allowing you to act quickly and proactively when talking to customers. 

So how do Private Banking advisors get a good holistic overview?

Watch the webinar to learn how to:

  • manage trends within Private Banking
  • ensure high quality data, so you can deliver the best possible performance
  • get a comprehensive and holistic overview
  • establish a good basis for future investments
  • offer a flexible investment overview to a varied and large customer portfolio with the right technological support

Why should you watch the webinar?

Demands from investors are increasing, and Private Banking customers expect faster and easier access to their investments, along with proactive, qualified and holistic advice.

And this places requirements on your data quality and presentation capabilities.

In this webinar, we dive into how you can strengthen your Private Banking value proposition and increase customer satisfaction. And we’ll show you how to easily and quickly offer a flexible and tailored investment overview to a varied and large customer portfolio with the right technological support.

Better governance
See how to achieve better governance in managing and monitoring investments for a large customer portfolio.
Win the battle for customers
Win the battle for customers by focusing on the things we believe are most important, including using the right digital tools for creating a comprehensive, holistic overview.
Strengthen your value proposition
Learn how you can strengthen your Private Banking value proposition and increase customer satisfaction through data, and the way that data is presented to your customers.
Future-proofing
We’ll show you how to establish a future-proofed basis for your investments with a good investment management solution.

Watch our webinar…

…and gain insight into how to ensure a comprehensive and holistic overview with the right investment management solution.

  • This field is for validation purposes and should be left unchanged.